Treasury Management Onboarding & Integration Lead

U.S. Bank; Gresham (OR); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Healthcare options

Life insurance

Disability coverage

Parental leave

401(k) plan

Job summary

U.S. Bank is seeking a professional to onboard new and existing customer implementations of Treasury Management products, providing a seamless onboarding experience and serving as the primary contact during the process.

The role requires strong communication, analytical skills, and the ability to coordinate with internal partners and clients to ensure successful delivery and optimal product functionality.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five or more years of related experience.
• Experience with treasury management products and onboarding processes.

Responsibilities

• Onboards new and existing customer implementations of Treasury Management payables, receivables, and other financial products.
• Serves as the main point of contact between the customer representative and U.S. Bank during the implementation process via phone or email.
• Builds positive customer relationships by ensuring excellent service delivery and product functionality.

Skills

Customer onboarding

Relationship management

Communication

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM software

Job description

U.S. Bank is seeking a professional to onboard new and existing customer implementations of Treasury Management products, providing a seamless onboarding experience and serving as the primary contact during the process.

The role requires strong communication, analytical skills, and the ability to coordinate with internal partners and clients to ensure successful delivery and optimal product functionality.